We're very happy to be teaming up with Fintegrate to offer a brand new Verve member discount – helping advisers and paraplanners access better investment tools for less.
Fintegrate is the latest on our growing list of specialist providers offering Verve members exclusive preferential terms. And this one's all about giving firms the investment tools they need without the legacy software price.
Fintegrate is a software platform designed to streamline operations for independent financial advisers and paraplanners. Advice firms can use it for:
The platform puts investment tools all under one roof, including Fintegrate Analyser for fund research, portfolio building and instant comparison of 1,700+ MPS models.
Verve members will get an exclusive 15% discount on Fintegrate.
New members can add the discount when starting the application process, using the discount code in Dextera™.
If you're already a Fintegrate customer, you'll get your 15% discount at your next renewal. Just mention it to the Fintegrate team when the time comes.
Don't forget, you can find this and loads more exclusive Verve member discounts in the member benefit area on Dextera™. Other partner discounts include BareRock, intelliflo, Circadian, MyRegData and more.
You can learn more about Fintegrate on their website, or get in touch with a member of the Verve team or Fintegrate team directly.
Not a Verve member yet? Get your free Dextera™ trial underway today to see how it works – or get in touch now with any questions; we love to chat.
Jas is events and partnerships lead at Verve, combining her creative nature and relationship management expertise to craft meaningful moments for advice firms and providers.
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